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RIA / WealthAdvisor45 years in industry

IRA N ROSS

Advisor at SPARTAN PLANNING GROUP

GREENSBORO, NC

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Search this name across graphsid dfx:ria:d4874f1d-bf68-e5a2-cd7d-3d5a0f1b2f2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SPARTAN PLANNING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 25, 1981
First registration: Sep 7, 2007
Dual registered: no
IAPD individual key: 722300

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SPARTAN PLANNING GROUP	Independent wealth	Sep 30, 2016	n/a	yes	GREENSBORO, NC	Current employment
UNITED ADVISORS	Former SEC adviser	Jan 21, 2011	May 25, 2017	no	BOCA RATON, FL	Previous registration
UNITED ADVISORS SERVICES, LLC	Former SEC adviser	Jul 31, 2009	Jan 20, 2011	no	BOCA RATON, FL	Previous registration
MORGAN STANLEY INVESTMENT ADVISORS INC.	n/a	Sep 7, 2007	Aug 13, 2008	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED ADVISORS	SPARTAN PLANNING GROUP	May 25, 2017	Sep 30, 2016	-237	Firm change after gap	Other
UNITED ADVISORS SERVICES, LLC	UNITED ADVISORS	Jan 20, 2011	Jan 21, 2011	1	Channel change	Other
MORGAN STANLEY INVESTMENT ADVISORS INC.	UNITED ADVISORS SERVICES, LLC	Aug 13, 2008	Jul 31, 2009	352	Firm change	Other

Relationships

Registered with (4)

→ SPARTAN PLANNING GROUPRegistered adviserregistration: current employment
Sep 30, 2016 to presentfactForm ADV
→ UNITED ADVISORSRegistered adviserregistration: previous registration
Jan 21, 2011 to May 25, 2017factForm ADV
→ UNITED ADVISORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 31, 2009 to Jan 20, 2011factForm ADV
→ MORGAN STANLEY INVESTMENT ADVISORS INC.Registered adviserregistration: previous registration
Sep 7, 2007 to Aug 13, 2008factForm ADV

Dated events

No dated event names this entity yet.